The most important thing you (probably) didn’t know you could do with your Will

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Choosing the person who will take care of your children should you pass away before they are 18 is, for most, one of the most important decisions you will ever... Read more continue reading

Is superannuation a part of your clients’ estate plans?

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According to IOOF, superannuation can be an overlooked part of estate planning. However where competing beneficiaries have a claim to a deceased member’s death benefits, a well-documented estate plan can... Read more continue reading

Executors work hard for the money – so you better treat them right!

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Generally, where an executor of a deceased’s estate is a spouse, family member or friend, for example, they are not entitled to remuneration, particularly if they already receive a benefit... Read more continue reading

Wife who murdered husband can’t claim on estate

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In the recent case of Edward v State Trustees Limited [2016] VSCA 28 a wife who killed her husband in self-defence was not allowed to receive her husband’s estate under... Read more continue reading

The power of disappointed beneficiaries – Why estate planning is fundamental to your offer

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Estate planning is an area of advice that is often underestimated and addressed with two uninformative and basic questions: ‘Do you have a Will?’ and ‘Is your Will valid?’ This... Read more continue reading

New year, new Will: Estate planning tips for 2016

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New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker,... Read more continue reading

Lack of estate planning a growing issue for Australians

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Many Australians still do not see estate planning as something they need to focus on, and many don’t realise they may in fact have very significant estates, said Mr Michael... Read more continue reading

Will apps and digital options may create estate planning disasters

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There’s an app for that, or so the saying goes, but the rise of Will apps for android and iPhone, as well as the digital trend to supplement a written... Read more continue reading

Seven deadly sins of estate planning

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A comprehensive, well-thought-out Estate Plan is the only way of ensuring someone’s wishes are carried out after their death but many still get it wrong, says Anna Hacker, Wills and... Read more continue reading

Is it possible to effectively combine wealth building with Estate Planning?

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Introduction Following the article ‘Alternatives to company structures in tax effective investing’ a number of financial advisers are interested to know when you would recommend a bond structure in a client’s... Read more continue reading